May 8, 2024 - by Bill Jelen
Pivot tables offer a myriad of calculations in the Field Settings dialog box. Here is a faster way to change a calculation:
1. Drag Revenue to the Values area twice.
2. Double-click on the heading Sum of Revenue2. Excel opens the Value Field Settings dialog.
3. Click on Show Values As and select % of Column Total from the dropdown.
4. Type a new name in the Custom Name field, such as % of Total.
Excel 2024: Create a Year-over-Year Report in a Pivot Table »
May 6, 2024 - by Bill Jelen
Let's say you have two years worth of detail records. Each record has a daily date. When you build a pivot table from this report, you will have hundreds of rows of daily dates in the pivot table.
Excel 2024: Create Your First Pivot Table »
May 2, 2024 - by Bill Jelen
Pivot tables let you summarize tabular data to a one-page summary in a few clicks. Start with a data set that has headings in row 1. It should have no blank rows, blank columns, blank headings or merged cells.
Excel 2024: Consolidate Quarterly Worksheets »
April 30, 2024 - by Bill Jelen
There are two ancient consolidation tools in Excel. To understand them, say that you have three data sets. Each has names down the left side and months across the top. Notice that the names are different, and each data set has a different number of months.
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